See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,454 | $180,749-78.7% | $160,784-76.1% | $137,256-72.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 35.57% | 2234.46%-2198.9pp | 1803.92%-1768.4pp | 220.34%-184.8pp |
| Employer contribution / active EE | $1,200 | $4,155-71.1% | $3,733-67.9% | $4,156-71.1% |
| Participant deferral / active EE | $17,575 | $6,844+156.8% | $6,293+179.3% | $6,407+174.3% |
| Admin fee / account holder | $113 | $10,397-98.9% | $9,717-98.8% | $12,270-99.1% |